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Portfolio (Quarterly) Guide ↗

DARK FOREST CAPITAL MANAGEMENT LP

· CIK 0001853322
13F Portfolio $2.2B AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 931 New
Page 44 of 47  ·  931 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 PFBC PREFERRED BANK/LOS ANGELES Financial Services 3,811.0 $360K 0.02% NEW $94.43 +0.3%
862 CNK CINEMARK HOLDINGS INC Communication Services 15,471.0 $360K 0.02% NEW $23.24 +14.5%
863 IMVT IMMUNOVANT INC Healthcare 14,064.0 $358K 0.02% NEW $25.42 +34.3%
864 PH PARKER HANNIFIN CORP Industrials 404.0 $355K 0.02% NEW $878.96 -2.2%
865 CZR CAESARS ENTERTAINMENT INC Consumer Cyclical 15,140.0 $354K 0.02% NEW $23.39 +19.3%
866 NNI NELNET INC-CL A Financial Services 2,543.0 $338K 0.01% NEW $132.96 -2.5%
867 SXT SENSIENT TECHNOLOGIES CORP Basic Materials 3,557.0 $334K 0.01% NEW $93.95 +21.4%
868 DAWN DAY ONE BIOPHARMACEUTICALS I Healthcare 35,562.0 $331K 0.01% NEW $9.32 +131.0%
869 PTCT PTC THERAPEUTICS INC Healthcare 4,347.0 $330K 0.01% NEW $75.96 -6.5%
870 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 1,935.0 $329K 0.01% NEW $170.00 +40.8%
871 RIVN RIVIAN AUTOMOTIVE INC-A Consumer Cyclical 16,577.0 $327K 0.01% NEW $19.71 -30.3%
872 PLPC PREFORMED LINE PRODUCTS CO Industrials 1,573.0 $325K 0.01% NEW $206.71 +63.1%
873 VRTX VERTEX PHARMACEUTICALS INC Healthcare 706.0 $320K 0.01% NEW $453.36 -5.1%
874 DAVE INC 1,409.0 $312K 0.01% NEW $221.41
875 CFFN CAPITOL FEDERAL FINANCIAL IN Financial Services 44,871.0 $306K 0.01% NEW $6.81 +14.4%
876 TPB TURNING POINT BRANDS INC Consumer Defensive 2,817.0 $305K 0.01% NEW $108.40 -15.9%
877 CNM CORE & MAIN INC-CLASS A Industrials 5,834.0 $303K 0.01% NEW $51.97 -9.3%
878 TNK TEEKAY TANKERS LTD-CLASS A Energy 5,633.0 $301K 0.01% NEW $53.42 +47.9%
879 CBOE CBOE GLOBAL MARKETS INC Financial Services 1,197.0 $300K 0.01% NEW $251.00 +40.2%
880 SFBS SERVISFIRST BANCSHARES INC Financial Services 4,093.0 $294K 0.01% NEW $71.79 +7.5%
Page 44 of 47  ·  931 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 18.3%
Industrials 15.2%
Technology 15.2%
Consumer Cyclical 10.8%
Healthcare 9.6%
Real Estate 8.6%
Consumer Defensive 5.1%
Utilities 4.8%
Energy 4.7%
Basic Materials 4.2%